MA

Mutual Advisors Portfolio holdings

AUM $4.54B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.67M
3
+$1.48M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.39M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.38M

Top Sells

1
+$1.36M
2
+$1M
3
+$983K
4
AKAM icon
Akamai
AKAM
+$980K
5
IYE icon
iShares US Energy ETF
IYE
+$858K

Sector Composition

1 Technology 8.25%
2 Financials 6.83%
3 Consumer Discretionary 6.27%
4 Industrials 5.29%
5 Healthcare 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$299K 0.07%
4,472
-36
327
$297K 0.07%
+9,646
328
$296K 0.07%
6,399
+164
329
$295K 0.07%
11,136
-5,686
330
$294K 0.07%
24,913
+1,800
331
$294K 0.07%
+8,647
332
$292K 0.07%
5,416
-300
333
$290K 0.07%
3,729
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334
$287K 0.07%
2,903
-1,891
335
$286K 0.07%
11,976
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336
$286K 0.07%
6,827
-20,492
337
$284K 0.06%
4,497
-443
338
$283K 0.06%
3,501
+215
339
$283K 0.06%
+797
340
$282K 0.06%
14,650
-16,410
341
$276K 0.06%
5,266
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342
$276K 0.06%
7,883
343
$276K 0.06%
31,700
344
$275K 0.06%
7,393
345
$273K 0.06%
+19,053
346
$272K 0.06%
5,135
-99
347
$272K 0.06%
4,076
-688
348
$271K 0.06%
1,178
349
$269K 0.06%
22,270
350
$268K 0.06%
3,645
-7
12 13
14
15 16